Vickerman Investment Advisors’s iShares S&P Mid-Cap 400 Value ETF IJJ Stock Holding History

Vickerman Investment Advisors’s Portfolio IJJ Stock Details IJJ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$289K	Sell	1,958 -57	-3%	-$8.06K	0.06%	87
2026 Q1	$267K	Sell	2,015 -123	-6%	-$16.8K	0.06%	84
2025 Q4	$281K	Hold	2,138	–	–	0.06%	82
2025 Q3	$277K	Sell	2,138 -11	-0.5%	-$1.41K	0.06%	74
2025 Q2	$266K	Sell	2,149 -58	-3%	-$6.82K	0.06%	74
2025 Q1	$264K	Hold	2,207	–	–	0.06%	76
2024 Q4	$276K	Hold	2,207	–	–	0.07%	62
2024 Q3	$273K	Sell	2,207 -10	-0.5%	-$1.19K	0.08%	63
2024 Q2	$252K	Sell	2,217 -17	-0.8%	-$1.94K	0.08%	62
2024 Q1	$264K	Sell	2,234 -5	-0.2%	-$563	0.09%	63
2023 Q4	$255K	Sell	2,239 -34	-1%	-$3.5K	0.09%	63
2023 Q3	$229K	Sell	2,273 -395	-15%	-$42.2K	0.09%	63
2023 Q2	$286K	Sell	2,668 -87	-3%	-$8.84K	0.11%	62
2023 Q1	$283K	Sell	2,755 -178	-6%	-$19K	0.11%	63
2022 Q4	$296K	Sell	2,933 -256	-8%	-$25.6K	0.13%	65
2022 Q3	$287K	Sell	3,189 -147	-4%	-$14.6K	0.14%	63
2022 Q2	$315K	Sell	3,336 -116	-3%	-$11.8K	0.15%	65
2022 Q1	$354K	Sell	3,452 -546	-14%	-$58.9K	0.16%	67
2021 Q4	$442K	Sell	3,998 -3,201	-44%	-$348K	0.18%	65
2021 Q3	$742K	Buy	+7,199	New	+$756K	0.3%	57

Other funds holding IJJ

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Vickerman Investment Advisors's IJJ Position: Q2 2026 in Review

Vickerman Investment Advisors reduced its iShares S&P Mid-Cap 400 Value ETF (IJJ) stake by 2.8% in Q2 2026, selling an estimated $8.06K and leaving 1,958 shares worth $289K. The position accounts for 0.06% of the portfolio, ranked #87.

Vickerman Investment Advisors first reported a position in IJJ in Q3 2021 and has held it in 20 quarters since. The position peaked at $742K in Q3 2021. 876 funds tracked by Wall St. Rank hold IJJ as of Q2 2026.

Vickerman Investment Advisors held 1,958 shares of iShares S&P Mid-Cap 400 Value ETF worth $289K as of Q2 2026.
Vickerman Investment Advisors sold 57 iShares S&P Mid-Cap 400 Value ETF shares in Q2 2026, an estimated $8.06K.
iShares S&P Mid-Cap 400 Value ETF made up 0.06% of Vickerman Investment Advisors's portfolio in Q2 2026, its #87 holding.
Vickerman Investment Advisors first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q3 2021 and has held it in 20 quarters since.
Vickerman Investment Advisors's iShares S&P Mid-Cap 400 Value ETF position peaked at $742K in Q3 2021.
876 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q2 2026.

Based on Vickerman Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.